
Posted a day ago
Sr. Surety Assistant Client Service Specialist
WTWSr. Surety Assistant Client Service Specialist
Requirements
Attention to detail, Verbal and written communication, Customer service skills, Microsoft Office proficiency, Insurance industry experience is a plus, Epic and Sure Path experience is a plus
Skills
InsuranceExcel
About the role
Responsibilities
- Manage the day-to-day servicing of surety clients and build strong professional relationships
- Execute the issuance of surety bonds and perform associated activities based on client instructions
- Accurately enter data from bond requests into the bond issuing system
- Process renewals, cancellations, closures, and riders
- Assist with the resolution of client and carrier accounting issues
- Prepare and submit billing and report bonds to carriers
- Prepare written correspondence, reports, and analysis for management
- Participate in internal and external meetings while maintaining client confidentiality
Requirements
- Strong attention to detail and organizational skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office, including Excel, Word, and Outlook
- Ability to work both independently and effectively within a team setting
- Strong customer service and presentation skills
Preferred Qualifications
- 0-2+ years of insurance industry experience related to servicing accounts
- Experience working with surety, specifically within an insurance brokerage environment
- Experience using Epic and Sure Path
Benefits
- Comprehensive health and welfare benefits including medical, dental, and vision
- Financial wellness tools such as Health Savings Accounts and 401(k) with company contribution
- Diverse leave options including paid holidays, annual PTO, and parental leave
- Access to wellbeing programs and work/life resources
About the Company
WTW is a leading global advisory, broking, and solutions company. We help clients manage risk and optimize their human capital through professional consulting and specialized insurance services.
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WTW · Hartford
